Salesforce Sales Cloud Features
What are the features of Salesforce Sales Cloud?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Case Management
- Knowledge Base
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Salesforce Sales Cloud Categories on G2
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Platform
Customization | Based on 3238 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 85% (Based on 3,238 reviews) | |
Workflow Capability | Based on 3245 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 85% (Based on 3,245 reviews) | |
User, Role, and Access Management | Based on 3271 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 3,271 reviews) | |
Internationalization | Based on 2554 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 83% (Based on 2,554 reviews) | |
Sandbox / Test Environments | Based on 2828 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 85% (Based on 2,828 reviews) | |
Document & Content Mgmt. | Based on 2858 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 81% (Based on 2,858 reviews) | |
Performance and Reliability | Based on 3256 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 87% (Based on 3,256 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 2698 Salesforce Sales Cloud reviews. | 81% (Based on 2,698 reviews) | |
Data Synchronization | Syncs lead data within the sales database for consistency and accuracy 350 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 350 reviews) | |
Analysis | As reported in 350 Salesforce Sales Cloud reviews. Provides analysis on lead scores, funnel insights, and both open and closed opportunities | 86% (Based on 350 reviews) |
Sales Force Automation
Contact & Account Management | Based on 9055 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 88% (Based on 9,055 reviews) | |
Partner Relationship Mgmt. (PRM) | Based on 6007 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 82% (Based on 6,007 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 8786 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 87% (Based on 8,786 reviews) | |
Task / Activity Management | Based on 9045 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 83% (Based on 9,045 reviews) | |
Territory & Quota Management | Based on 6936 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 80% (Based on 6,936 reviews) | |
Desktop Integration | Based on 7229 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 82% (Based on 7,229 reviews) | |
Product & Price List Management | Based on 6375 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 80% (Based on 6,375 reviews) | |
Quote & Order Management | Based on 6272 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 81% (Based on 6,272 reviews) | |
Customer Contract Management | Based on 7029 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 83% (Based on 7,029 reviews) |
Marketing Automation
Email Marketing | Based on 6292 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 79% (Based on 6,292 reviews) | |
Campaign Management | Based on 6615 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 81% (Based on 6,615 reviews) | |
Lead Management | Based on 7635 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 85% (Based on 7,635 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 5059 Salesforce Sales Cloud reviews. | 79% (Based on 5,059 reviews) |
Customer Support
Case Management | See feature definition | Based on 6442 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 83% (Based on 6,442 reviews) |
Customer Support Portal | Based on 6020 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 81% (Based on 6,020 reviews) | |
Knowledge Base | Based on 6416 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 82% (Based on 6,416 reviews) | |
Call Center Features | Based on 5138 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 80% (Based on 5,138 reviews) | |
Support Analytics | Based on 5631 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 82% (Based on 5,631 reviews) |
Integration
Data Import & Export Tools | Based on 2299 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 85% (Based on 2,299 reviews) | |
Integration APIs | Based on 2756 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 85% (Based on 2,756 reviews) | |
Breadth of Partner Applications | Based on 2605 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 85% (Based on 2,605 reviews) |
Mobile & Social
Social Collaboration Features | Based on 5272 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 79% (Based on 5,272 reviews) | |
Social Network Integration | Based on 4905 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 78% (Based on 4,905 reviews) | |
Mobile User Support | Based on 5751 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 77% (Based on 5,751 reviews) |
Reporting & Analytics
Reporting | Based on 8578 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 85% (Based on 8,578 reviews) | |
Dashboards | Based on 8764 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 85% (Based on 8,764 reviews) | |
Forecasting | Based on 7076 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 82% (Based on 7,076 reviews) |
Data Sourcing
Data Sourcing | Based on 846 Salesforce Sales Cloud reviews. Compiles data from a breadth of either internal or external sources. | 85% (Based on 846 reviews) | |
Exporting & Sharing Data | As reported in 877 Salesforce Sales Cloud reviews. Enables user to communicate data by securely exporting and sharing it. | 87% (Based on 877 reviews) | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices. This feature was mentioned in 781 Salesforce Sales Cloud reviews. | 83% (Based on 781 reviews) | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. This feature was mentioned in 907 Salesforce Sales Cloud reviews. | 87% (Based on 907 reviews) | |
Data Segmentation | Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 843 Salesforce Sales Cloud reviews. | 86% (Based on 843 reviews) |
Predictive Analytics
Lead Scoring | Based on 823 Salesforce Sales Cloud reviews. Provides scores or rankings of each prospect based on the data provided. | 84% (Based on 823 reviews) | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. 839 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 839 reviews) | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 738 Salesforce Sales Cloud reviews. | 81% (Based on 738 reviews) | |
Live Forecasting | Based on 780 Salesforce Sales Cloud reviews. Provides live customer data so that sales organizations forecasts stay current. | 83% (Based on 780 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. 869 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 869 reviews) | |
Sales Gamification | Based on 745 Salesforce Sales Cloud reviews. Enables competition between a sales team by providing things like challenges and scoreboards. | 81% (Based on 745 reviews) | |
Account-Based Analytics | As reported in 862 Salesforce Sales Cloud reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible. | 86% (Based on 862 reviews) | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 930 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 930 reviews) |
Content Management
Content Import | As reported in 301 Salesforce Sales Cloud reviews. Ability to import sales and marketing collateral built outside of the solution | 83% (Based on 301 reviews) | |
Content Creation | Overall functionality of building unique sales and marketing collateral within the product 291 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 81% (Based on 291 reviews) | |
Templates | As reported in 276 Salesforce Sales Cloud reviews. Pre-built templates for fast and simple content creation | 82% (Based on 276 reviews) | |
Advanced Search | Ability to search through all content to easily find necessary collateral This feature was mentioned in 268 Salesforce Sales Cloud reviews. | 85% (Based on 268 reviews) | |
Content Storage | As reported in 286 Salesforce Sales Cloud reviews. Overall storage and organziation capabilities | 82% (Based on 286 reviews) |
Analytics
Reporting | Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral 292 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 292 reviews) | |
Alerts | Notification as to when a prospects interacts with a piece of collateral This feature was mentioned in 291 Salesforce Sales Cloud reviews. | 84% (Based on 291 reviews) | |
Account-Based Engagement | Based on 175 Salesforce Sales Cloud reviews. The level of engagement for a specific account based on the presented collateral | 84% (Based on 175 reviews) | |
Content Utilization | As reported in 300 Salesforce Sales Cloud reviews. How frequently sales teams use a particular piece of content and its effectiveness | 83% (Based on 300 reviews) | |
Open Rates | Based on 478 Salesforce Sales Cloud reviews. Records the rate at which emails are opened. | 82% (Based on 478 reviews) | |
Link Activity | Records the rate at which links in emails are followed. This feature was mentioned in 486 Salesforce Sales Cloud reviews. | 84% (Based on 486 reviews) | |
Attachment Activity | Records the rate at which email attachments are opened or downloaded. 500 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 500 reviews) |
Presentation
Live Presentation | Ability to present to a prospect in-person 166 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 73% (Based on 166 reviews) | |
Screenshare | Virtual presentation capabilities via sharing screens This feature was mentioned in 166 Salesforce Sales Cloud reviews. | 73% (Based on 166 reviews) | |
Mobile Presentation | The option to present live on a mobile device This feature was mentioned in 157 Salesforce Sales Cloud reviews. | 72% (Based on 157 reviews) |
Training
Knowledge Base | As reported in 228 Salesforce Sales Cloud reviews. Organizes knowledge from fellow sales representatives and other experienced employees for reference. | 87% (Based on 228 reviews) | |
Coaching Materials | Offers content and training for new hires within the tool. 221 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 221 reviews) | |
Playbook Creation | As reported in 181 Salesforce Sales Cloud reviews. Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. | 84% (Based on 181 reviews) | |
Video Record | Records users' practice or live pitches for future reference and improvement. This feature was mentioned in 217 Salesforce Sales Cloud reviews. | 84% (Based on 217 reviews) |
Feedback
Review | Based on 209 Salesforce Sales Cloud reviews. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. | 87% (Based on 209 reviews) | |
Scorecard | Provides a scorecard to display team and/or individual performance. 206 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 206 reviews) | |
Coaching Card | Based on 187 Salesforce Sales Cloud reviews. Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. | 85% (Based on 187 reviews) | |
Leaderboard | As reported in 176 Salesforce Sales Cloud reviews. Projects team sales performance publicly to reward and motivate employees. | 86% (Based on 176 reviews) | |
Real-Time Updates | As reported in 201 Salesforce Sales Cloud reviews. Updates sales data in real-time so as to help teams remain close to their goals. | 88% (Based on 201 reviews) | |
Notifications | As reported in 201 Salesforce Sales Cloud reviews. Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. | 88% (Based on 201 reviews) | |
Competition | Based on 174 Salesforce Sales Cloud reviews. Motivates employees by creating time-sensitive competititons that drive performance. | 86% (Based on 174 reviews) |
Attribution
Lead Opportunity | As reported in 367 Salesforce Sales Cloud reviews. Aligns lead scores with predefined lead distribution criteria | 88% (Based on 367 reviews) | |
Lead Assignment | Matches and assigns leads to the correct sales representative 371 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 89% (Based on 371 reviews) | |
Pipeline Acceleration | Based on 353 Salesforce Sales Cloud reviews. Determines which leads should be prioritized and then accelerates them up the pipeline | 86% (Based on 353 reviews) |
Discovery
Lead Management | Integrates with lead capture and lead intelligence tools to discover leads 374 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 89% (Based on 374 reviews) | |
Scoring/Ranking | Creates and assigns scoring system to rank the viability of leads This feature was mentioned in 369 Salesforce Sales Cloud reviews. | 86% (Based on 369 reviews) | |
Lead Context | Integrates with CRM or marketing automation tools to contextualize lead data This feature was mentioned in 350 Salesforce Sales Cloud reviews. | 86% (Based on 350 reviews) |
Management
Conversion Viability | Reports on and analyzes lead scores to determine the conversion rate of lead opportunities 340 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 340 reviews) | |
Workflow | As reported in 359 Salesforce Sales Cloud reviews. Aligns lead scores and strategy with existing sales operations | 87% (Based on 359 reviews) |
Calling
Record Calls | Records calls for future reference. This feature was mentioned in 130 Salesforce Sales Cloud reviews. | 87% (Based on 130 reviews) | |
Generate Location | Based on 124 Salesforce Sales Cloud reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up. | 85% (Based on 124 reviews) | |
Call Types | Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. 133 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 133 reviews) | |
Click-to-Call | Gathers contacts from integrated tools, allowing users to call with one click. This feature was mentioned in 129 Salesforce Sales Cloud reviews. | 88% (Based on 129 reviews) |
Contacts
Personalization | Retains a log of extraneous contact information such as timezone and contact engagement. 126 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 126 reviews) | |
Information Locater | Finds and opens saved contact information for reference at the time of a new call. This feature was mentioned in 129 Salesforce Sales Cloud reviews. | 86% (Based on 129 reviews) | |
Record Prospect Data | Based on 130 Salesforce Sales Cloud reviews. Allows users to denote which contacts they believe are prospective customers. | 88% (Based on 130 reviews) |
Insights
Notes | Allows users to take notes during or after the call for future reference. This feature was mentioned in 134 Salesforce Sales Cloud reviews. | 90% (Based on 134 reviews) | |
Daily Summary | Delivers users a daily summary of activity. 132 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 132 reviews) | |
Automated Voicemails | Based on 128 Salesforce Sales Cloud reviews. Sends automated voicemails to prospective clients who fail to answer. | 82% (Based on 128 reviews) | |
Automated Emails | Sends automated emails to increase engagement with prospective clients. 138 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 138 reviews) | |
Sorts Prospects | Organizes contacts based on probability of success. This feature was mentioned in 133 Salesforce Sales Cloud reviews. | 84% (Based on 133 reviews) |
Customizations
Email Platform Integration | Based on 530 Salesforce Sales Cloud reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry. | 87% (Based on 530 reviews) | |
Email Scheduling | As reported in 498 Salesforce Sales Cloud reviews. Allows administrators to schedule out emails in advance. | 85% (Based on 498 reviews) | |
Notifications | Based on 535 Salesforce Sales Cloud reviews. Reminds administrators to follow-up on emails based on pre-set reminders. | 86% (Based on 535 reviews) | |
Email Categorization | Based on 480 Salesforce Sales Cloud reviews. Allows for the categorization of emails. | 83% (Based on 480 reviews) | |
Templates | Allows for the creation of templates for frequently-sent emails. 507 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 507 reviews) |
Incentives
Badges | Based on 332 Salesforce Sales Cloud reviews. Assigns achievement badges to high-performing employees based on pre-determined standards. | 81% (Based on 332 reviews) | |
Triggers | As reported in 399 Salesforce Sales Cloud reviews. Automatically recognizes achievements that should be added to the leaderboard. | 84% (Based on 399 reviews) | |
Commission Calculator | As reported in 335 Salesforce Sales Cloud reviews. Helps users determine sales goals by calculating potential commission rates. | 79% (Based on 335 reviews) | |
Leaderboards | As reported in 412 Salesforce Sales Cloud reviews. Highlights top-performing employees to publicly reward their achievements. | 86% (Based on 412 reviews) |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. 374 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 374 reviews) | |
Custom Reports | As reported in 454 Salesforce Sales Cloud reviews. Generates reports with customizable fields to further understand employee performance. | 88% (Based on 454 reviews) | |
Dashboards | Visualizes individual and team insights such as new leads and outbound calls. 484 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 89% (Based on 484 reviews) | |
Goal Setting | Allows teams to set trackable goals within the tool. 432 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 432 reviews) |
Administrative
Integration | As reported in 457 Salesforce Sales Cloud reviews. Integrates with CRM and financial systems to help determine goals | 87% (Based on 457 reviews) | |
Employee Structure | Based on 423 Salesforce Sales Cloud reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 85% (Based on 423 reviews) | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. 407 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 407 reviews) |
Lead Facilitation
Customer-facing Chatbot | Offers a chatbot to initiate and carryout inital conversations with prospects and leads. This feature was mentioned in 235 Salesforce Sales Cloud reviews. | 86% (Based on 235 reviews) | |
Lead Qualification | Based on 255 Salesforce Sales Cloud reviews. Automatically calculates which leads are the most likely to become a customer. | 88% (Based on 255 reviews) | |
Lead Follow-up | Automatically contacts all leads. This feature was mentioned in 277 Salesforce Sales Cloud reviews. | 88% (Based on 277 reviews) | |
Meeting Scheduling | Utilizes natural language processing to set up meetings. This feature was mentioned in 254 Salesforce Sales Cloud reviews. | 86% (Based on 254 reviews) |
Organization
Opportunity and Pipeline Management | Based on 313 Salesforce Sales Cloud reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 90% (Based on 313 reviews) | |
Data Entry | As reported in 305 Salesforce Sales Cloud reviews. Automates the entry of collected data. | 88% (Based on 305 reviews) | |
Integrations / APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 299 Salesforce Sales Cloud reviews. | 88% (Based on 299 reviews) |
Performance Analysis
Coaching | As reported in 249 Salesforce Sales Cloud reviews. Provides real-time coaching to sales representatives. | 84% (Based on 249 reviews) | |
Peformance Tracking | Tracks and analyzes sales representative performance. 270 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 270 reviews) |
Sales Analysis
ROI Forecasting | As reported in 250 Salesforce Sales Cloud reviews. Measure return on investment and leverage data to predict profitability of future projects. | 84% (Based on 250 reviews) | |
Sales Forecasting | As reported in 264 Salesforce Sales Cloud reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 88% (Based on 264 reviews) |
Integrated Workflows
Task Management | Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. This feature was mentioned in 396 Salesforce Sales Cloud reviews. | 86% (Based on 396 reviews) | |
Email Tracking/Automation | Based on 386 Salesforce Sales Cloud reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 85% (Based on 386 reviews) | |
Calls and Voice | As reported in 345 Salesforce Sales Cloud reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 80% (Based on 345 reviews) | |
Other Outreach Options | As reported in 340 Salesforce Sales Cloud reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | 80% (Based on 340 reviews) | |
CRM Integration | Based on 395 Salesforce Sales Cloud reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | 88% (Based on 395 reviews) | |
Calendar | As reported in 344 Salesforce Sales Cloud reviews. Integrates with calendar software so users can seamlessly schedule calls. | 84% (Based on 344 reviews) | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 359 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 359 reviews) |
Repeatability and Reportability
Content Management | Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 360 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 84% (Based on 360 reviews) | |
Workflow Management | Based on 379 Salesforce Sales Cloud reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | 87% (Based on 379 reviews) | |
Workflow Performance | Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. 375 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 375 reviews) | |
Sales Coaching and Insights | As reported in 362 Salesforce Sales Cloud reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | 83% (Based on 362 reviews) | |
Gamification | Provides gamifaction features to rank sales reps on performance 296 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 76% (Based on 296 reviews) |
Call Analytics
Call Recording | See feature definition | Records sales calls and facilitates playback This feature was mentioned in 111 Salesforce Sales Cloud reviews. | 86% (Based on 111 reviews) |
Machine Learning | As reported in 115 Salesforce Sales Cloud reviews. Utilizes machine learning technology to analyze recorded sales calls | 85% (Based on 115 reviews) | |
Call Analysis | Based on 110 Salesforce Sales Cloud reviews. Analyzes or facilitates the analysis of recorded and stored sales calls for insight | 86% (Based on 110 reviews) | |
Lead Qualification | Based on 110 Salesforce Sales Cloud reviews. Leverages analytics to qualify and score calls in real time | 88% (Based on 110 reviews) |
Agent Performance Management
Customer Scoring | As reported in 120 Salesforce Sales Cloud reviews. Leverages technology to rate or "read" recordings to determine the impact of sales calls | 86% (Based on 120 reviews) | |
Speech-to-Text | Transcribes sales calls from speech to text 104 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 104 reviews) | |
Artificial Intelligence | Utilizes artificial intelligence technology to discover insights within recorded sales calls This feature was mentioned in 120 Salesforce Sales Cloud reviews. | 87% (Based on 120 reviews) |
AI and Automation
Lead Prioritization | As reported in 342 Salesforce Sales Cloud reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | 85% (Based on 342 reviews) | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage This feature was mentioned in 351 Salesforce Sales Cloud reviews. | 83% (Based on 351 reviews) | |
Best Time of Day Scheduling | Based on 311 Salesforce Sales Cloud reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations | 82% (Based on 311 reviews) | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 314 Salesforce Sales Cloud reviews. | 79% (Based on 314 reviews) | |
Machine Learning | See feature definition | As reported in 296 Salesforce Sales Cloud reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. | 77% (Based on 296 reviews) |
Revenue Sourcing and Forecasting
Revenue History | Allows users to track how previous revenue forecasts have developed over time 22 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 80% (Based on 22 reviews) | |
Pipeline Management | Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities This feature was mentioned in 22 Salesforce Sales Cloud reviews. | 80% (Based on 22 reviews) | |
Dashboard Analytics | Reports results on revenue attainment, conversion rate, and overall revenue analytics This feature was mentioned in 22 Salesforce Sales Cloud reviews. | 84% (Based on 22 reviews) | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices This feature was mentioned in 22 Salesforce Sales Cloud reviews. | 86% (Based on 22 reviews) | |
Data Segmentation | Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. This feature was mentioned in 22 Salesforce Sales Cloud reviews. | 84% (Based on 22 reviews) | |
Predictive Forecasting | Provides users with ability to predict upcoming forecast based on AI insights and deal health This feature was mentioned in 17 Salesforce Sales Cloud reviews. | 82% (Based on 17 reviews) | |
Revenue Operations Cadence | Based on 17 Salesforce Sales Cloud reviews. Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success | 79% (Based on 17 reviews) |
CRM Data Enrichment
Calendar Sync | Automatically associates calendar invites to update deal progress in a CRM 23 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 80% (Based on 23 reviews) | |
Email Activity Capture | As reported in 22 Salesforce Sales Cloud reviews. Automatically associates sales activities within emails to the relevant accounts in your CRM | 84% (Based on 22 reviews) | |
Conversation Intelligence | Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM 21 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 81% (Based on 21 reviews) | |
Marketing Leads | Automatically links marketing leads to sales generated opportunities in your CRM This feature was mentioned in 23 Salesforce Sales Cloud reviews. | 78% (Based on 23 reviews) | |
Contact Capture | Based on 17 Salesforce Sales Cloud reviews. Automatically captures contacts engaged with and associates to relevant accounts in a CRM | 84% (Based on 17 reviews) |
Account Management
Nonengaged Accounts | Based on 23 Salesforce Sales Cloud reviews. Identifies accounts that sales reps aren't engaging with | 78% (Based on 23 reviews) | |
Account optimization | As reported in 23 Salesforce Sales Cloud reviews. Maximizes account coverage by determining the optimal number of accounts per rep | 78% (Based on 23 reviews) | |
Historical Patterns | Identifies common themes among historical deals that are won or lost 23 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 75% (Based on 23 reviews) | |
Rep Performance | As reported in 22 Salesforce Sales Cloud reviews. Identifies common themes and actions amongst reps that close the most deals | 82% (Based on 22 reviews) | |
Account Engagement | Allows users to track the level of engagement with each account and provides insights on frequency of engagement 17 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 82% (Based on 17 reviews) | |
Historical Win/Loss Patterns | As reported in 17 Salesforce Sales Cloud reviews. Identifies common themes among historical deals that are won or lost to provide insights into successful strategies | 81% (Based on 17 reviews) |
Integrations
MS Teams Integration | This software integrates with Microsoft Teams. This feature was mentioned in 111 Salesforce Sales Cloud reviews. | 80% (Based on 111 reviews) | |
Email Integration | As reported in 112 Salesforce Sales Cloud reviews. This software integrates with popular email providers. | 84% (Based on 112 reviews) | |
Zoom Integration | Based on 112 Salesforce Sales Cloud reviews. This software integrates with Zoom. | 80% (Based on 112 reviews) | |
Google Meet Integration | As reported in 109 Salesforce Sales Cloud reviews. This software integrates with Google Meet. | 79% (Based on 109 reviews) | |
Salesforce Integration | As reported in 112 Salesforce Sales Cloud reviews. This software integrates with Salesforce. | 88% (Based on 112 reviews) |
Branding & Customizatio
Custom Booking Page | As reported in 107 Salesforce Sales Cloud reviews. Provide the ability to create a custom booking page. | 80% (Based on 107 reviews) | |
Personalized Links | As reported in 111 Salesforce Sales Cloud reviews. Provide the ability to create custom scheduling URLs. | 81% (Based on 111 reviews) | |
Personalized Web Embed | As reported in 108 Salesforce Sales Cloud reviews. Provide the ability to create a personalized web embed. | 83% (Based on 108 reviews) |
Automatic Rules & Configurations
Set Working Hours | Allow users to set automatic working hours. 109 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 109 reviews) | |
Automatic Updates | Automatically update calendars after a meeting has been booked. 110 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 82% (Based on 110 reviews) | |
Buffer Times | As reported in 113 Salesforce Sales Cloud reviews. Provide the ability to incorporate buffer times, leaving time before and after meetings. | 79% (Based on 113 reviews) |
Sales Performance Features - Sales Planning
Account Scoring | Based on 98 Salesforce Sales Cloud reviews. Provides ability to score accounts based on potential revenue to prioritize accordingly. | 84% (Based on 98 reviews) | |
Revenue Planning | Provides ability to structure topline revenue goals. 90 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 84% (Based on 90 reviews) | |
Account Segmentation | Segment accounts based on ideal customer profile and business objectives. This feature was mentioned in 95 Salesforce Sales Cloud reviews. | 84% (Based on 95 reviews) | |
Sales Performance | Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. This feature was mentioned in 95 Salesforce Sales Cloud reviews. | 87% (Based on 95 reviews) | |
Sales Forecasting | Forecast sales data for sales teams, individual reps, territories, or products. This feature was mentioned in 94 Salesforce Sales Cloud reviews. | 84% (Based on 94 reviews) | |
Integrations | Based on 93 Salesforce Sales Cloud reviews. Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. | 88% (Based on 93 reviews) | |
Scenario Modeling | Abilty to create and run "what-if" scenario modeling to inform business decisions. 91 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 81% (Based on 91 reviews) |
Territory Management - Sales Planning
Territory Management | Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. 92 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 92 reviews) | |
Territory Planning | Based on 97 Salesforce Sales Cloud reviews. Define territories to ensure optimized market coverage and allocate resources appropriately. | 85% (Based on 97 reviews) |
Quota & Capacity Management - Sales Planning
Quota Management | Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. 93 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 93 reviews) | |
Capacity Management | Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. 101 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 101 reviews) | |
Quota Planning | As reported in 94 Salesforce Sales Cloud reviews. Design quota targets based on factors such as account size, rep performance, and pipeline needs. | 82% (Based on 94 reviews) |